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MDMDB

MongoDB, Inc.

$MDB·$27B·Software - Infrastructure·Technology
$337.57-7.9%YTD-11.7%1Y+7.4%
Price updated 8h ago·X counts updated 5d ago
MDMDB
$MDBMongoDB, Inc.
$337.57-7.89%321 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $MDB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

321X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MDB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-12

MongoDB is bullish — Q reported 30% revenue growth (fastest in 2 years), profitability improved sharply, free cash flow nearly doubled, full-year guide raised. Stock closed Friday at $368.74, down 22% from August $473 high — 'business is accelerating, price going the other way' creates value opportunity. Now available as 24/7 RWA via SunX + rialto listings.

Read what X is saying about $MDB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MDB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

MongoDB is accelerating at 25%+ with sharply improved profitability — but the stock is cooling on a surprise CEO change.

MongoDB is the dominant open-source-based document database for cloud-native applications — Atlas (managed cloud), Enterprise Advanced, and the newer AI-vector-search layer. The business is accelerating but the stock is cooling on a surprise CEO change.

  • Growth is 25%+ and accelerating: Q1 fiscal 2027 revenue of $688M at +25% YoY after +27% in Q4 — this is the fastest growth in two years, with free cash flow nearly doubling and FY27 guide raised.
  • Earnings beats are compounding: last four prints at +17%, +11%, +11%, +64% — the operating-margin inflection landed sooner than consensus expected.
  • The CEO change is the pivot event: CJ Desai resigned Sep 28, former CEO Dev Ittycheria (who led MongoDB from 2014-2025) returned as Interim President — not from a disagreement, but a visible operational transition that temporarily caps the multiple.

A Dec 7 fiscal Q3 print with Atlas growth above 30% plus Ittycheria's turnaround plan clean restarts the move; a growth deceleration or further executive-level departures and the stock stays rangebound in the $350s.

Agrees with X sentimentX correctly identifies the 30% revenue growth as the fastest in 2 years, the profitability inflection, and the FY27 guide raise — real signals. The "business is accelerating, price going the other way" framing is accurate; the Sept 28 CEO change is the under-weighted new piece of the puzzle.

What to watch: Dec 7 fiscal Q3 2027 earnings — Atlas growth above 30%, operating-margin trend, Interim CEO Ittycheria's commentary on strategy continuity, and any CFO or EVP-level departures. A clean beat with Ittycheria quelling execution risk re-rates it; another executive change compounds the cooling.

On the calendar: 2026-12-07 — fiscal Q3 2027 earnings

Read the AI verdict on $MDB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides MongoDB document database (Atlas cloud and Enterprise) widely used for modern application development.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $MDB.

Software - Infrastructure · Technology

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $MDB

Partial — Provides MongoDB document database (Atlas cloud and Enterprise) widely used for modern application development.; AI infrastructure capex bifurcates the cohort; exposure depends on workload alignment with GPU-cloud and AI-native security architectures.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-968.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-3.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-4.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
10.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-1.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
72.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 1, 2026$1.90$1.62+17.3%
Q1 2026May 28, 2026$1.32$1.19+10.9%
Q4 2025Mar 2, 2026$1.65$1.48+11.5%
Q3 2025Dec 1, 2025$1.32$0.81+64.0%
Next earningsMon, Dec 7·consensus EPS $1.60

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$687.6M+25.2%72.2%-3.5%$0.06$201.6M
Q4 FY26$695.1M+26.7%73.0%0.0%$0.19$178.5M
Q3 FY26$628.3M+18.7%71.5%-2.9%$-0.02$150.2M
Q2 FY26$591.4M+23.7%71.0%-11.0%$-0.58$71.6M

Forward consensus

5-year forecast · up to 28 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$3.0B$2.9B – $3.0B$6.56$6.47 – $6.6427
FY28$3.6B$3.5B – $3.7B$7.88$7.38 – $8.1328
FY29$4.3B$4.1B – $4.7B$9.82$4.34 – $13.2819
FY30$5.3B$5.1B – $5.5B$11.68$11.07 – $12.3117
FY31$6.4B$6.2B – $6.7B$13.57$12.87 – $14.318

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.47%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-14.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-0.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 78.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.585-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 13Archana AgrawalDirector1.0K sh$400KSellOct 9Dwight A MerrimanDirector1.0K sh$377KSellOct 8Dwight A MerrimanDirector13.0K sh$4.7MSellOct 6Charles M HazardDirector595 sh$216KSellSep 17Hope F CochranDirector1.0K sh$376KSellAug 17Dwight A MerrimanDirector6.0K sh$2.7MSellAug 14Dwight A MerrimanDirector10.0K sh$4.7MSellJul 16Dwight A MerrimanDirector6.0K sh$2.0MSellJul 14Dwight A MerrimanDirector10.0K sh$3.2MSellJul 1Hope F CochranDirector1.0K sh$350K
1–10 of 22
+ 18 other (10 awards · 5 inkinds · 1 other · 1 gift · 1 exempt) in window

See when $MDB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeOct 158-K — Item 5.02: Officer or director change
8-KPress release / Reg FDSep 298-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KOfficer or director changeSep 288-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

MongoDB CEO CJ Desai announced his resignation effective September 28, 2026, not due to any disagreement with the company; former CEO Dev Ittycheria (who led MongoDB from 2014–2025) was immediately appointed Interim President and CEO on September 26, 2026. Ittycheria rejoins from Sequoia Capital, where he had been a Partner since September 2026. This is a significant leadership change at a high-profile enterprise software company; the return of a proven CEO provides near-term continuity but introduces uncertainty about long-term succession.

8-KCharter amendmentJul 68-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

MongoDB held its annual shareholder meeting and disclosed results under Items 5.03 and 5.07. Shareholders voted to eliminate supermajority voting requirements in the company's charter, a significant governance improvement that makes it easier for shareholders to effect bylaw changes and reduces management entrenchment. Additionally, three Class III directors were re-elected at the meeting. The removal of supermajority thresholds is a meaningful pro-shareholder governance reform that institutional investors had advocated for and joins a growing trend among technology companies simplifying their voting structures.

+ 11 other (3 proxys · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

MongoDB Investigation Continued: Kahn Swick & Foti, LLC Continues to Investigate the Officers and Directors of MongoDB, Inc. - MDBbusinesswire.com·10h agoMongoDB (NASDAQ:MDB) versus Salesforce (NYSE:CRM) Head-To-Head Comparisondefenseworld.net·1d agoMongoDB (MDB) Laps the Stock Market: Here's Whyzacks.com·1d agoMongoDB's Enterprise Customer Base Grows: Can Atlas Sustain Momentum?zacks.com·2d agoMongoDB Falls 11% YTD: Here's Why You Should Buy the Stock Nowzacks.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAgentic AI & Enterprise Software

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Voices on X · top 3 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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